Engagement Manager – Banking

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Banking Regional (200020)

The Banking Operating Unit within MA develops solutions for banks seeking to implement best practices in transforming banks to enable growth, risk measurement, risk management, capital management, and financial reporting. We have a need for outstanding individuals with strong analytical ability, excellent communication skills, and an interest in financial consulting. Our team comprises a mix of quantitative analysts and business analysts. Both profiles have been highly successful on our team, and we are open to either for the current position.

As recent examples of our work, we have helped over 100 banks successfully revamp their allowance processes to be consistent with CECL, we have provided capital adequacy and portfolio optimization capabilities to numerous clients, we have provided rapid stress testing to major banks, we’ve advised numerous large financial institutions on the measurement and management of climate risk, and we have modernized the risk rating methodologies and practices at approximately 40 banks, helping them prepare for scale and growth.

Role and Responsibilities

This is a highly client-facing role, focused on assessing clients’ business needs relative to the development, customization, and implementation of business management and risk management solutions. Team members wear many hats depending on the nature of each engagement, operating as a mix of project manager, modeler, and advisor to bank and insurance credit departments.

During a typical advisory engagement, you will begin by helping the client precisely understand the issue or challenge at hand. You will then work with the client to develop a plan to solve the challenge or address the issue. You will organize and guide a team of consultants, coordinate communication with the client, and identify ways to implement the solution. Specific duties include:

• Stay current in trends impacting the banking industry throughout the Americas and be prepared to advise banks of all sizes as to how to best respond to industry developments.


• Act as an internal advisor, relaying information about the evolving state of the banking industry to our research, product, customer success, and sales teams so that they can continue to provide relevant, best-in-class solutions to our clients.


• Manage relationships with clients. Take the lead role in ensuring client satisfaction and position Moody’s for follow-up engagements. Manage expectations and communications with clients and build a strong rapport with your client counterpart.


• Lead advisory engagement teams. While this is not a purely PMO role, it is envisioned that you will spend around 60% of your time leading paid engagements with clients. In this capacity, you will help the client understand their articulated and unarticulated needs as well as help teams of consultants and researchers understand their individual responsibilities on projects. You will delegate tasks, provide coaching and guidance, set expectations for quality, manage and resolve issues or conflicts, and provide timely project information to senior management. In short, you will be responsible for ensuring high-quality deployment of our recommendations in a timely manner.


• Assume ownership of project completion. Develop project plans, determine staffing needs, manage day-to-day project schedules, ensure timely completion of high-quality deliverables, lead status meetings, and communicate status and results to senior management. Depending on the engagement, you may build models/scorecards, run Moody’s credit risk software and models, review and write model development documentation and policies, lead client workshops, and solicit and implement feedback to fine tune solutions to our client needs.


• Support business development efforts. Work as a key member of the pre-sales team. Meet with prospective clients to share expertise and recommend solutions in real-time as part of determining client requirements and scoping out projects. Create pitch presentations, estimate project duration and resource requirements, write and edit proposals, set prices, and negotiate contract terms.


• Demonstrate thought leadership. Show initiative and creativity in designing solutions for unique client challenges. Actively pursue opportunities to publish original thought pieces, to contribute to industry roundtables and conferences.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications.

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

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